Hey ther Craig. So, to navigate to our portfolio's, just head to "Our Model Portfolios" and there should be 9 listed.
From there, if you click an individual one like say the Millennial Aggressive, you're going to see the ticker, the quantity, the cost per share, the last price it traded at, it's market value in the portfolio, the sector it's in and the allocation it has in the portfolio.
Then at the bottom you're going to see portfolio returns since inception, which in the Millennial Aggressive case is 89.52% compared to 13.50% of the TSX.
To see the overall performance of the stocks within the portfolio, you'd simply look at the cost, and then the last. So for example in the Millennial Aggressive we purchased Goeasy Ltd for an original price of $35.77 and it now trades at $71.62, or around 100% increase.
Then below that you'll see overall details of the portfolios, including the amount of equities we planned to allocate to in the portfolio. So for example, we based the Millennial Aggressive portfolio on 80% equities, and the remaining 20% is up to the individual investor to buy international etfs, hold cash, bonds, GICs.
Then below that, you'll see our updates when we rebalanced the portfolios on July 3rd.
As for more advanced data, we don't have it. However, we've had a ton of requests for it so we are going to be migrating these portfolios to a third party tracking system that's going to allow us to have way more access to advanced data. We plan to roll this out in the new year.